Tysers’ Post

Safeguard your home, vacation property, business shares and investments with the right insurance. It also delivers more than just protection, it is also an opportunity to accumulate additional savings or to leave more of your wealth, tax-free, to the people or causes you care most about. To learn more, contact us via our website: https://lnkd.in/gq2SqXJf #foxrevettandassociates #foxrevettteam #foxrevettig #davidfoxrevett #foxrevettprivatewealthmanagement #certifiedfinancialplanner #igwealthmanagement #igprivatewealthmanagement #financialplanning #newmarket #toronto #richmondhill #markham #financialplanner #financialadvisor #wealthmanagement #wealthplanning #investments #insurance #mortgages #financialplan #personalfinance #businessowners #ontario

Welcome to "The Taxi Stage," where meticulous financial planning ensures peace of mind and a well-structured legacy. As you transition into this stage of life, your focus shifts to mortality, long-term care needs, and leaving a lasting impact. At RFS, we understand the importance of preparing for this phase and ensuring that your financial affairs are in order. With a focus on leaving a legacy and covering final expenses, it's essential to consider strategic investments that align with your goals. Segregated funds and accumulation annuities offer valuable options, allowing you to name beneficiaries and safeguard your assets for future generations. While life insurance may not be feasible at this stage due to cost, there are still plenty of opportunities to ensure your financial security and legacy. Our team at RFS specializes in guiding individuals through every stage of life, offering personalized financial solutions tailored to your unique needs. Whether you're planning for long-term care, reviewing your will, or navigating estate planning, we're here to provide expert guidance and support. Let us help you create a comprehensive financial plan that ensures your legacy and provides peace of mind in your golden years. Contact us today to schedule a consultation and take the first step toward securing your financial future. https://bit.ly/4aTaHwN #FinancialPlanning #WealthManagement #LegacyPlanning #Alberta #Canada #RFS

Welcome to "The Taxi Stage," where meticulous financial planning ensures peace of mind and a well-structured legacy. As you transition into this stage of life, your focus shifts to mortality, long-term care needs, and leaving a lasting impact. At RFS, we understand the importance of preparing for this phase and ensuring that your financial affairs are in order. With a focus on leaving a legacy and covering final expenses, it's essential to consider strategic investments that align with your goals. Segregated funds and accumulation annuities offer valuable options, allowing you to name beneficiaries and safeguard your assets for future generations. While life insurance may not be feasible at this stage due to cost, there are still plenty of opportunities to ensure your financial security and legacy. Our team at RFS specializes in guiding individuals through every stage of life, offering personalized financial solutions tailored to your unique needs. Whether you're planning for long-term care, reviewing your will, or navigating estate planning, we're here to provide expert guidance and support. Let us help you create a comprehensive financial plan that ensures your legacy and provides peace of mind in your golden years. Contact us today to schedule a consultation and take the first step toward securing your financial future. https://bit.ly/4aAWcgP #FinancialPlanning #WealthManagement #LegacyPlanning #Alberta #Canada #RFS

"🌟 Unlock the path to financial prosperity and secure your legacy with personalized guidance from a dedicated Wealth Planner like me! 🏦💼 Are you ready to embark on a journey towards financial freedom and protection for you and your loved ones? Look no further! As a seasoned Wealth Planner, I specialize in two crucial areas: life insurance and Will Estate Planning. 🔒 Life Insurance: Safeguard your future and the well-being of your family with comprehensive life insurance coverage. Together, we'll tailor a plan that fits your unique needs, ensuring financial security and peace of mind. From protecting your loved ones' financial stability to building a solid foundation for their dreams, I've got you covered. 🏰 Will Estate Planning: Leave a lasting legacy and ensure your assets are distributed according to your wishes. With my expertise in Will Estate Planning, I'll guide you through the intricate process of drafting a comprehensive estate plan. Let's secure your hard-earned wealth, minimize complexities, and provide clarity for your loved ones during difficult times. 💼 As your trusted Wealth Planner, I am committed to providing you with personalized solutions that align with your goals and aspirations. Together, we'll create a roadmap to financial success, tailored to your unique circumstances. Ready to take charge of your financial future? Let's connect and explore the possibilities! Contact me today for a consultation and let's embark on a journey towards financial prosperity and peace of mind. 📞 https://wa.me/601110189525 Remember, your dreams and your legacy deserve the utmost care and attention. Let's make them a reality together! #FinancialProsperity #SecureYourLegacy #WealthPlanning"

Many Canadians put assets like their vehicles and homes first when it comes to getting insurance. But the cost of these things being affected by fire, theft or flood might not seem as bad compared to the financial challenges that come with losing your income due to a disability. If you were injured or disabled tomorrow, could you afford to lose your income? How much disability insurance do I need? https://lnkd.in/g_E8qvQ4 Reach out if you have any questions or would like more information about Disability insurance. www.mpsinsurance.ca 780-439-3600

Continuing from Friday's post, on contradictory perceptions of estate planning - as with so many aspects of business, the more it can be simplified the better for all. Many books and articles tend to over-complicate it ... and that, combined with the emphasis on death-related issues, is an understandable turn-off for prospective clients. A simple fact-of-life is that if I put funds into my bank account, I have an estate. And if I have a financial interest in property, it's part of my estate. Furthermore, proceeds from my life insurance policies, will form part of my estate. My estate is with me, part of me, around me, every day. I add to it with investment returns. I subtract from its total when I spend on everyday items. Yes, there are more clinical definitions, but in essence my estate on any given day is all that I own, less all that I owe ... it is my 'totality' and it's in constant flux. Tomorrow, some observations on how to simplify a discussion on estate planning ... and get 'engagement' so that concrete client actions can actually take place. #estateplanning #planning

Kick start your new year with sound resolutions and set your goals to improve your financial well-being. Contact us and take the next step in assisting you with personalised solutions. #newyear24 #goalsetting #advicematters #retirementplanning #investing #willsandtrusts #insurance #financialfreedom

From dreaming big to living larger than life: Let's take a trip down memory lane and share three jaw-dropping financial milestones with us that would have made your younger selves proud today! Let's spark inspiration and celebrate your incredible financial accomplishments! #financialjourney #empowerment #insurance #insure #bajajcapitalinsurance

Estate Planning 101: Ensuring Your Legacy Lives On Your legacy matters. Estate planning is crucial for financial security. It's not just for the wealthy. #FunFactsFriday: Did you know? • 67% of Americans don't have an estate plan. • Proper estate planning can reduce tax burdens. • A will isn't the only tool in estate planning. Are you considering: • How to protect your assets for future generations? • The role of life insurance in your estate plan? • Ways to minimize estate taxes? • How to ensure your wishes are carried out? • The difference between a will and a trust? Estate planning is complex. It's more than just drafting a will. It's about comprehensive financial protection. Wesley Reed at Reed Family Wealth Services is an expert in estate planning. He can help you navigate these important decisions. Together, we'll create a plan that secures your legacy. Don't leave your family's future to chance. Contact Wesley Reed today. Let's ensure your legacy lives on. #EstatePlanning #FinancialProtection #ReedFamilyWealthServices #FridayThoughts #FinancialFriday #FridayWisdom #friday #TGIF #estate #willsandtrusts #life #family #protect #money #financialfuture #FriYAy #Fridayisforfun #fundayfriday #future #lifeinsurance #fiduciary #assetprotection

Check out this month's Ansardi Report where Tray will discuss Net Unrealized Appreciation (NUA) and how it might factor into your financial planning strategy!📽🎞 #ansardigroup #TAG #TAGteam #yourmoneymatters #wealthmanagement #investmentadvisor #financialadvisor #retirementplanning #insurance #neworleansadvisors #theansardireport